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BALCX vs DBOAX
BALCX vs DBOAX Comparison
Open Charts BALCX vs DBOAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity A
Price$25.29
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
BALCX vs DBOAX Comparison Chart in %
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BALCX vs. DBOAX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and DBOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. DBOAX (287M). BALCX (1.18) and DBOAX (1.13) have matching dividends . BALCX was incepted earlier than DBOAX: BALCX (24 years) vs DBOAX (22 years). BALCX (1.31) and DBOAX (1.26) have similar cost to investors . DBOAX (46.25) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than DBOAX: BALCX (250) vs DBOAX (1000). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. DBOAX (5.55). BALCX return over 5 years is better than : 33.87 vs. DBOAX (11.65).
| BALCX | DBOAX | BALCX / DBOAX | |
| Total Expense Ratio | 1.31 | 1.15 | 114% |
| Annual Report Gross Expense Ratio | 1.31 | 1.26 | 104% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.274 | 7.663 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 1.18 | 1.13 | 104% |
| Returns for 1 year | 7.16 | 5.55 | 129% |
| Returns for 3 years | 27.12 | 15.24 | 178% |
| Returns for 5 years | 33.87 | 11.65 | 291% |
| Returns for 10 years | 59.19 | 22.72 | 261% |
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